Dana has been in the life insurance industry since 1994, serving in many different sales and marketing roles for such carriers as Provident Mutual Life, Union Central Life, Nationwide Financial, and Lincoln Financial Advisors. During this time he has functioned as a product specialist, case design and implementation expert, and practice management consultant.
Having joined Brokers’ Service Marketing Group in 2004, Dana works closely with financial service professionals and their clients providing assistance and guidance in the areas of: Estate Planning Case Design, Business Planning Case Design, Life Insurance Product Selection, Life Insurance Policy Audit Solutions, Life Insurance Practice Management Support, and Field Underwriting Guidance & Support. Dana is currently working toward his Certified Financial Planner (CFP) designation through the American College in Bryn Mawr, PA. He is also a current member of the National Association of Insurance and Financial Advisors – Massachusetts Chapter, and is FINRA registered.